Configure Profile Settings
The following table summarizes the suggested Salesforce profile / permission set settings for the different components of the App. You can also enable access to any other relevant profiles as necessary by using this table as a reference.
| COMPONENT | FULL ACCESS | COMMENTS |
|---|---|---|
| AdIntel App | System Administrator, Marketing | Limit access to these profiles only. |
| TABS | ||
| AdIntel Config tab | System Administrator | Limit access to this profile only. |
| Adhoc Reports tab | System Administrator, Marketing | Grant access to any other profiles as needed. |
| AdIntel Logs | System Administrator, Marketing | Limit access to these profiles only. |
| DASHBOARDS | ||
| AdIntel Dashboard | System Administrator, Marketing | Read only for other profiles. |
| Google AdWords Dashboard | System Administrator, Marketing | Read only for other profiles. |
| Microsoft Bing Ads Dashboard | System Administrator, Marketing | Read only for other profiles. |
| Facebook Dashboard | System Administrator, Marketing | Read only for other profiles. |
| REPORTS FOLDER | ||
| AdIntel Reports | System Administrator, Marketing | Read only for other profiles. |
| Google AdWords Reports | System Administrator, Marketing | Read only for other profiles. |
| Microsoft Bing Ads Reports | System Administrator, Marketing | Read only for other profiles. |
| Facebook Reports | System Administrator, Marketing | Read only for other profiles. |
| STANDARD OBJECTS | ||
| Lead.ads__Landing_Url__c | System Administrator, Integration User | Read only for other profiles. No need to add this field to the page layout. |
| Lead.ads__Referral_Url__c | System Administrator, Integration User | Read only for other profiles. No need to add this field to the page layout. |
| Contact.ads__Landing_Url__c | System Administrator, Integration User | Read only for other profiles. No need to add this field to the page layout. |
| Contact.ads__Referral_Url__c | System Administrator, Integration User | Read only for other profiles. No need to add this field to the page layout. |
| Opportunity.ads__AdIntel_Web_Analytics__c | System Administrator | Read only for other profiles. No need to add this field to the page layout. |
| CUSTOM OBJECTS | ||
| AdIntel | System Administrator, Marketing | Read only for other profiles. |
| AdIntel Web Analytics | System Administrator, Marketing | Read only for other profiles. |
| AdIntel Tracker | All relevant profiles | These records are managed while the user is on a lightning page where AdIntel Web Activity component is displayed. Thus the user profile needs full CRUD permissions. |
| AdIntel OAuth | System Administrator, Marketing | Read only for other profiles. |
| Ad Performance | System Administrator, Marketing | Read only for other profiles. |
| AdIntel Log | System Administrator, Marketing | Read only for other profiles. |